IOL Chemicals Q4 FY26 profit jumps 69% on record sales

Key takeaway from the audited results

IOL Chemicals and Pharmaceuticals Ltd (NSE: IOLCP, BSE: 524164) reported a strong March 2026 quarter, with revenue touching a record level and profit rising sharply year-on-year. The company published audited financial results for the quarter and year ended March 31, 2026. The update includes both consolidated and standalone snapshots, along with market data on the stock’s recent performance.

Q4 FY26: revenue hits a record, margins expand

For the quarter ended March 31, 2026, revenue from operations was reported at ₹619.45 crore, up 17.37% from ₹527.78 crore in the year-ago quarter. EBITDA for the quarter stood at ₹94.31 crore, rising 39.8% to 40.18% year-on-year depending on the dataset cited, while the EBITDA margin expanded to 15.2% from 12.7%. Quarterly EPS was reported at ₹1.81 for March 2026, up from ₹1.07 to ₹1.08 in March 2025.

On profitability, one set of reported consolidated quarterly numbers shows net profit at ₹53.16 crore in March 2026 versus ₹31.42 crore in March 2025, a 69.19% increase. Standalone numbers cited alongside the quarterly update show net profit at ₹53.18 crore versus ₹31.62 crore, up 68.18%. A separate consolidated report in the same information set also cites Q4 net profit at ₹55.9 crore versus ₹31.4 crore.

Sequential trend: Q3 FY26 to Q4 FY26

The March 2026 quarter also improved sequentially on revenue. Revenue from operations was reported at ₹580.39 crore in December 2025 and ₹619.45 crore in March 2026, implying a 6.7% quarter-on-quarter increase as cited. Another datapoint in the same set notes net profit of ₹20.58 crore for the quarter ending December 2025 (Q3 FY26) and references a -31.33% quarterly decline versus the prior three-month period.

A quarterly sales series provided alongside the results shows sales rising over multiple quarters, including ₹527.78 crore (Mar 2025), ₹580.39 crore (Dec 2025), and ₹619.45 crore (Mar 2026). This sequence supports the “record quarter” narrative highlighted in the FY26 results commentary.

FY26: higher profit, higher revenue

For the full fiscal year FY26, one audited-results summary reports net profit rising 36.4% year-on-year to ₹137.7 crore, supported by revenue increasing 11.5% to ₹2,319.1 crore. The same summary cites an EBITDA margin improvement of 172 bps to 12.4%.

Another consolidated FY26 summary within the provided information set reports revenue from operations rising 16% to ₹2,319 crore from ₹2,002 crore in FY25, with net profit increasing 43% to ₹140.2 crore from ₹99.6 crore. It also reports profit before tax at ₹174.4 crore. Separately, a year-ended comparison lists sales at ₹2,319.06 crore in FY26 versus ₹2,079.21 crore in FY25.

Consolidated vs standalone: what was reported

The quarterly headline operational numbers for March 2026 are presented consistently across the consolidated and standalone tables for revenue and EBITDA (₹619.45 crore revenue and ₹94.31 crore EBITDA for the quarter). Profit and growth rates are shown with minor differences between consolidated and standalone snapshots and across summaries, and the same information set includes more than one consolidated profit figure for Q4.

The company operates through two segments, chemicals and pharmaceuticals, and is described as a leading organic chemicals manufacturer and supplier in India. Under the pharmaceuticals division, it manufactures the active pharmaceutical ingredient (API) Ibuprofen.

Share price, returns, and trading range

IOL Chemicals shares were reported to have closed at ₹119.54 on May 19, 2026 (NSE). Another market snapshot in the same set lists the share price as ₹119.54 as of May 20, 2026 at 15:59.

On performance, the stock was reported to have delivered 30.47% returns over the last six months and 51.03% over the last 12 months. A separate returns table in the same set lists past 1-year returns at 46.86%, past 3-year returns at 35.49%, and past 5-year returns at -4.65%.

Intraday, the stock was reported to have reached a high of ₹121.40 and a low of ₹107.01, with an average traded price of ₹116.94.

Valuation and dividend datapoints cited

A market snapshot included with the information set lists the company’s P/E at 27.90 and P/B at 1.85 as of May 20, 2026 at 15:59. It also notes EPS of ₹1.81 for the quarter ended March 2026, and FY EPS of 3.44 for the financial year 2024-25.

A separate note states the company declared a dividend of ₹1.00 per share in the quarter ending December 2025, announced on February 11, 2026, translating to a dividend yield of 4.54%.

Shareholding: promoter stake increases

The shareholding pattern note states promoters increased holding from 52.62% to 57.48% in the March 2026 quarter. A detailed split provided shows DIIs at 0.02%, FIIs at 1.72%, promoters at 57.48%, public investors at 31.03%, and government at 0.00%.

Key numbers at a glance

Why the update matters for investors

The March 2026 quarter combines record revenue, higher EBITDA, and a clear improvement in margin compared with the year-ago period. The FY26 summaries also point to higher annual revenue and profit, alongside a stated improvement in EBITDA margin. In parallel, the promoter holding increase to 57.48% is a notable ownership change disclosed for the March 2026 quarter.

Conclusion

IOL Chemicals closed FY26 with a strong March quarter highlighted by record revenue of ₹619.45 crore and higher profitability, while full-year revenue was reported at around ₹2,319 crore across summaries. Investors are likely to track how margins hold up after the Q4 improvement and watch for further disclosures in subsequent quarterly updates.